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Client profile · Asset Management

Boutique investment management firm

A boutique investment firm; Vantage Point delivered a new Salesforce implementation, giving the small team a CRM foundation for managing relationships.

South Client since 2019 1 engagement

The challenge

The firm lacked a CRM and needed a Salesforce foundation to manage its relationships.

What Vantage Point delivered

  • Implemented Salesforce for the firm's small team
  • Configured core CRM objects, users, and workflows

Platforms

Salesforce

Services

Implementation

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